Bill is the Chief Executive Officer and a founding Principal and Partner of Cedar Brook Group. He has been in the financial services industry for over 20 years. He counsels a select group of corporate executives, professionals, business owners, and other high-net-worth individuals and families on a wide range of financial planning issues. His extensive experience in complex tax and estate planning strategies provides his clients with comprehensive advice and guidance. He is a Registered Representative with Cadaret Grant, and Investment Advisor Representative with Cadaret Grant and Cedar Brook Group, SEC Registered Investment Advisors.
Bill received a Bachelor of Arts degree in Political Science and a minor in Philosophy from St. Michael’s College in Vermont. He received a Masters of Business Administration from Rensselaer Polytechnic Institute in Troy, N.Y. An Air Force veteran, Bill served as an Electronic Warfare Officer flying the Boeing B-52 aircraft in the active duty United States Air Force, and as a Navigator on the Lockheed Martin C-130 aircraft in the U. S. Air Force Reserves. He is a veteran of the first Gulf War.
Bill’s involvement in public service continues. He has served as the Chairman of the Board of Directors of the Julie Billiart School. He has also been a Merit Badge Counselor for the Boy Scouts of America and enjoys coaching children in basketball and cross-country. He has served on numerous boards and committees of church and civic organizations.
Bill is truly honored to be a member of the Young Presidents/World Presidents Organization, a worldwide group of Presidents/CEOs committed to helping all members reach their “full potential as presidents and citizens through meaningful education and idea exchange”. Bill, and his wife, Jill, are residents of Chagrin Falls and have three adult children.